The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
American Eagle Gold is actually American Eagle Copper and Gold American Eagle Gold (AE.V/AMEGF) continues to drill, and well, it appears the market likes the recent holes. I had held…
Brief updates on the US stock market, commodities and precious metals: US Stock Market SPY is attempting to re-take the 50 day average, QQQ is still below the SMA 50…
Yesterday GDX poked the target zone of 108-110. Now it is decision time. Reviewing the factors in play, we anticipated that a bounce could very well coincide with earnings season,…
The Materials sector has been one that has been rotated into as Tech (especially software) has been rotated out of. Much like the gold mining sector and other more commodity/resources-related…
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
NFTRH 903 got pretty wordy and not overly charty. So let's update the daily chart technical situation in gold, GDX and silver as they stand in pre-market. After taking a…
NFTRH 903 Huey, Dewey & Louie I've been trying to make heads or tales out of the near-term US stock market situation, looking at the still vulnerable NDX (QQQ), the…
To this point, the expected bottom and rise in the Gold/Silver ratio, dragging USD up with it, has pressured the precious metals and many aspects of the commodity sphere, as…
We had a look at a short setup in an overvalued darling yesterday in this NFTRH+ update. Today we have an update on a buy setup for a not nearly…
First a disclaimer: NFTRH is a macro market planner and strategizer, not a trading service. But you knew that already. When plotting short setups, especially against massively momentum-fueled, over-valued darlings…
This article is only available at nftrh.com, anewsituation.com and Substack (sign up!) Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but…
NFTRH 902 Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but surely it arrived in the form of a volatile inflation…
The near-term path is disinflationary, but the macro is now clearly inflationary With Treasury bonds firming up lately, it is time to review the game plan NFTRH has been working…